Vertiv (VRT)

• Market cap: $36.6B
• 1 day: -8.43%
• 5 days: -12.18%
• 1 month: -32.94%
• 3 months: -32.16%
• 6 months: 23.08%
• Year to date: -18.86%
• 1 year: 63.95%
• 5 years: 647.00%
• 10 years: 874.52%
• Sector: Information Technology
• Industry: Electronic Components

About: Vertiv Holdings Co is engaged in the design, manufacturing, and servicing of critical digital infrastructure for data centers, communication networks, and commercial and industrial environments. Its products include AC and DC power management products, switchgear and busbar products, thermal management products, integrated rack systems, modular solutions, and management systems for monitoring and controlling digital infrastructure through brands like Vertiv, Liebert, NetSure, Geist, Energy Labs, ERS, Alber, and Avocent. In addition, it provides lifecycle management services, predictive analytics, and professional services for its products and related systems. The company's reportable segments are the Americas, which derives key revenue, Asia Pacific and Europe, and Middle East & Africa.

Employees: 31,000

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

197% more first-time investments, than exits

New positions opened: 264 | Existing positions closed: 89

24% more call options, than puts

Call options by funds: $1.74B | Put options by funds: $1.4B

21% more repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 354

13% more funds holding

Funds holding: 998 [Q3] → 1,129 (+131) [Q4]

11% more capital invested

Capital invested by funds: $32.9B [Q3] → $36.5B (+$3.59B) [Q4]

5.74% less ownership

Funds ownership: 88.05% [Q3] → 82.31% (-5.74%) [Q4]

20% less funds holding in top 10

Funds holding in top 10: 55 [Q3] → 44 (-11) [Q4]

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $125 30% upside
• Avg. target: $141 47% upside
• High target: $155 61% upside

5 analyst ratings

• positive: 3 60%
• neutral: 2 40%
• negative: 0 0%

Barclays Julian Mitchell 55% 1-year accuracy 63 / 115 met price target	36% upside $131	Equal-Weight Maintained	13 Feb 2025
Melius Research Scott Davis 100% 1-year accuracy 1 / 1 met price target	30% upside $125	Hold Downgraded	28 Jan 2025
Evercore ISI Group Amit Daryanani 72% 1-year accuracy 36 / 50 met price target	51% upside $145	Outperform Maintained	17 Jan 2025
Morgan Stanley Chris Snyder 72% 1-year accuracy 13 / 18 met price target	56% upside $150	Overweight Initiated	6 Jan 2025
Citigroup Andrew Kaplowitz 54% 1-year accuracy 44 / 81 met price target	61% upside $155	Buy Maintained	9 Dec 2024